Calton & Associates, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Calton & Associates, Inc.
- $622 Million
- Q3 2025
A detailed history of Calton & Associates, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Calton & Associates, Inc. holds 41,022 shares of BSV stock, worth $3.23 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
41,022
Previous 28,568
43.59%
Holding current value
$3.23 Million
Previous $2.25 Million
43.99%
% of portfolio
0.52%
Previous 0.42%
Shares
33 transactions
Others Institutions Holding BSV
# of Institutions
1,394Shares Held
410MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY38.6MShares$3.04 Billion0.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO37.9MShares$2.98 Billion5.09% of portfolio
-
Envestnet Asset Management Inc28MShares$2.2 Billion0.68% of portfolio
-
Jpmorgan Chase & CO New York, NY25.1MShares$1.98 Billion0.13% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO19.5MShares$1.54 Billion4.29% of portfolio